Rotork’s Shares Rise: Full Year Expectations Unchanged Amid New £50m Buyback

Rotork plc (LON: ROR), a global provider of flow control solutions, has issued a trading update for the four-month period ending October 31, 2025, confirming that full-year expectations remain unchanged.

The company also announced a new share buyback program worth £50 million, signaling confidence in its financial position. The stock is up more than 4% on Wednesday.

Group order intake saw a 6% year-on-year increase on an organic constant currency (OCC) basis, with growth across all three divisions. Including the contribution from the recently acquired Noah, order intake rose by 8% compared to the same period last year. Rotork's management remains optimistic, citing supportive end markets and the effectiveness of the Growth+ strategy.

The Oil & Gas division benefited from electrification trends in upstream markets, revenue growth in Rotork Service, and stable downstream conditions. CPI performed strongly, driven by its focus on Target Segments, with notable growth in HVAC (including data centers) and marine markets. Water & Power achieved growth in water infrastructure, alternative energy, and the Americas.

Rotork anticipates 2025 to be another year of progress on an OCC basis. The company's strong cash generation and robust balance sheet support its disciplined capital allocation policy. While actively pursuing strategic acquisitions aligned with the Growth+ strategy, Rotork is also committed to returning value to shareholders.

Rotork's net cash position, including lease liabilities, stood at £37.3 million as of October 31, 2025, compared to £43.3 million in June 2025. During the period, the company returned £51.7 million to shareholders, including an interim dividend of £24.5 million and the completion of the buyback program announced in March 2025, which amounted to £27.2 million.

Rotork will publish its 2025 Full Year results on Tuesday, 10 March 2026.